Filed January 9, 2017
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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1+ years Filed as: MARCH & MCLENNAN AGENCY Service code 15 · EIN 36-2668272 | Recordkeeping | $15,547 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,813 | $75,183-94.9% | $123,894-96.9% | $55,167-93.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | -1.61% | 19.01%-20.6pp | 47.52%-49.1pp | 169.23%-170.8pp |
| Employer contribution / active EE | $527 | $2,823-81.3% | $4,617-88.6% | $1,963-73.2% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $65 | $663-90.1% | $8,357-99.2% | $504-87.0% |